Toby Carmichael-Jack
Forefront Independent Financial Advisory
Toby's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 1 )
Retirement income (annuities, drawdown) ( 1 )
Reviewers' assets
( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in London
3 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice following the sale of my business and semi-retirement.
How has Toby Carmichael-Jack helped you?
Toby helped me in the lead up to selling my business, introducing me to an accountant who specialises in business valuations. He then went through an expenditure forecasting tool to see what the funds would be able to provide following the sale of the business. Once the initial consideration was reformed, Toby structured a tax efficient portfolio with multiple investment products and invested into a wide range of funds.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am very happy with the service provided.